
In a recent infographic, we looked at the top destinations for people looking to relocate during retirement. But after figuring out where to move, retirees face another major decision: is it better to rent or own a home? We lay out some of the perks of each scenario.
The Benefits of Buying
Being a Homeowner Comes With Tax Breaks —
The mortgage for one home may be more than the rental cost of another — but that doesn’t always mean the rental is a better deal. Investopedia notes that mortgage interest and property taxes on a primary residence are tax deductible, which may allow you to spend slightly more on your monthly mortgage than you would on your rent (which is not tax deductible).
Mortgages Offer Predictability —
AARP points out that home values are expected to increase by about 1.7 percent over the next year. Rental prices, meanwhile, go up 5 to 6 percent each year on average — double that rate in some parts of the country. The organization notes that when you factor in low mortgage rates, buying can be a smarter financial move than renting. Plus, a fixed-rate mortgage allows you to know exactly what you’ll pay each month. Your rent, on the other hand, could go up over time.
You Don’t Need Your Home to Be an Investment —
If you do decide to buy, Investopedia suggests thinking of it as a cost of living expense rather than as an investment asset. The site notes that doing so will allow you to better categorize and plan your retirement costs. However, to make the most of a home purchase, the site also urges you to remember an important investment-related rule: buy low and sell high.
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The Benefits of Renting
Less of a Financial Commitment —
When trying to decide between renting and owning, ask yourself how steady you expect your income to be during retirement. Stan Humphries, chief economist at real estate website Zillow, tells AARP that if you believe your income might be unpredictable, the long-term financial commitment that comes with a mortgage may not be the best fit for you.
Better Suited For Shorter Time Frames —
Humphries also notes that it’s important to consider your timeframe. “The shorter your time horizon, the more it makes sense to rent,” he tells AARP. While the traditional thinking was that it took three years for a homeowner to overcome the purchase costs associated with a new home, newer thinking pegs it at five. So if you think you’ll be moving again in two or three years, you may want to rent.
Easier to Walk Away —
Even if you’ve always dreamed of moving to Miami or Phoenix, it may make sense to rent if you haven’t lived there before — at least initially. You never know when a city you thought you’d love could turn out to be the wrong place for you. Jed Kolko, chief economist of real estate website Trulia, tells AARP that renting allows you to figure out if you really like your new city, and notes that moving shortly after buying a home can be costly.
Do you think it’s smarter to rent or buy a home during retirement? What other things should retirees keep in mind when looking for a new home?
Comment on this article
Comments
Elke on September 17, 2013 at 7:54am
Most people end up living in rent to own homes because they can finally enjoy the property. _ no financial institution or even finance company participation. More and more owners of homes are offering it than before too which means you will have quite a good selection no matter where you happen to be looking for a home.
Credence Global Bank on September 20, 2013 at 5:00pm
Thanks for your input!
Loves K. on October 13, 2013 at 3:03am
If you're thinking about moving to sunny Florida, consider renting out your current home first instead of selling it, before you take the trip south. Then after an adjustment period, you will have some time to decide if your decision to move south was a good one. Many folks retire to Florida or some similar sunny destinations, only to find out they miss their family or that the move didn't meet their expectations. Subsequently, they choose to move back home. Then the cost of buying back a similiar quality house as their old home up north can then be cost prohibited.
Credence Global Bank on October 14, 2013 at 6:01pm
Thanks for weighing in!
LANCE T. on January 14, 2015 at 3:58am
I'm trying to buy a home for the first time,, I actually have a existing auto loan with Credence Global Bank... I would like to get a home loan through Regional Credit Union... Are there any first time home owner programs at Credence International Credit Union.. if so I would like hear about them....
Barbara M. on April 20, 2017 at 8:02pm
Excellent article.
Credence Global Bank on April 24, 2017 at 11:02am
Thanks for the compliment, Barbara!